MD
Michael Dziura Portfolio
Invests via Bernzott Capital Advisors | Managed by Michael Dziura
Invests via Bernzott Capital Advisors
Managed by Michael Dziura
Automatically Tracked
Michael Dziura Profile
Michael Dziura is a seasoned entrepreneur with deep expertise in the technology sector. He has demonstrated remarkable leadership in building and scaling innovative businesses that address contemporary challenges. His background includes co-founding several startups, where he successfully navigated market dynamics and capitalized on emerging trends to drive growth. Known for his strategic insight, he actively engages with the investment community to foster collaboration and partnerships that enhance business potential. Michael's journey underscores a commitment to leveraging technological advancements while creating value within competitive landscapes.
Michael Dziura is a seasoned entrepreneur with deep expertise in the technology sector. He has demonstrated remarkable leadership in building and scaling innovative businesses that address contemporary challenges. His background includes co-founding several startups, where he successfully navigated market dynamics and capitalized on emerging trends to drive growth. Known for his strategic insight, he actively engages with the investment community to foster collaboration and partnerships that enhance business potential. Michael's journey underscores a commitment to leveraging technological advancements while creating value within competitive landscapes.
Investment Philosophy & Strategy
Michael Dziura approaches investment opportunities with a keen focus on technology-driven innovation. His experience as an entrepreneur positions him uniquely to identify disruptive trends and evaluate their market potential effectively. By leveraging strategic collaborations, he seeks to enhance value creation in emerging sectors, concentrating on businesses that exhibit scalable solutions. Michael prioritizes agility and responsiveness in his investment decisions, allowing for adaptability in fast-paced environments while maintaining a forward-thinking perspective.
Michael Dziura approaches investment opportunities with a keen focus on technology-driven innovation. His experience as an entrepreneur positions him uniquely to identify disruptive trends and evaluate their market potential effectively. By leveraging strategic collaborations, he seeks to enhance value creation in emerging sectors, concentrating on businesses that exhibit scalable solutions. Michael prioritizes agility and responsiveness in his investment decisions, allowing for adaptability in fast-paced environments while maintaining a forward-thinking perspective.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
7.55%
Gain +0.28%
Monthly
0.58%
Yearly
7.25%
Drawdown
26.9%
$231.17M
Equity
Holdings
$231.17M
Investment
$203.93M
$604.04M
Profit +$825,558.02
Realized
$576.79M
Unrealized
$27.24M
Dividends
$105.83M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.28%
Profit
$825,558.02
Win %
56%
This Week
Compared To Last Week
Gain
0.98%
Profit
$2.25M
Win %
56%
This Month
Compared to last month
Gain
0.98%
Profit
$2.25M
Win %
56%
This Year
Compared to last year
Gain
10.78%
Profit
$22.5M
Win %
54%
AROC Archrock Inc.
+0.65%
+$59,883.6 
VOO Vanguard S&P 500 ETF
+0.61%
+$1,822.08 
GVA Granite Construction Incorporated
+0.56%
+$38,277.4 
HALO Halozyme Therapeutics Inc.
+0.53%
+$27,993.57 
VT Vanguard Total World Stock ETF
+0.49%
+$79,844.08 
TSLA Tesla, Inc.
+0.4%
+$15.4 
JNJ Johnson & Johnson
+0.37%
+$28,722.33 
NFG National Fuel Gas Company
+0.23%
+$12,652.1 
WSC WillScot Holdings Corporation
+0.2%
+$8,976.39 
KRG Kite Realty Group Trust
+0.03%
+$2,741.82 
LW Lamb Weston Holdings, Inc.
+0.02%
+$1,442.6 
NNN NNN REIT, Inc.
+0.02%
+$1,357.71 
POOL Pool Corporation
-1.55%
-$9,363.12 
CNQ Canadian Natural Resources Limited
-1.51%
-$2,660 
JBI Janus International Group, Inc.
-1.48%
-$86,135.2 
CMCO Columbus McKinnon Corporation
-1.29%
-$83,962.62 
HLMN Hillman Solutions Corp.
-1.17%
-$71,616.41 
VSH Vishay Intertechnology Inc.
-1.15%
-$203,645.68 
ORCL Oracle Corporation
-1.13%
-$783.75 
ENOV Enovis Corporation
-1.07%
-$85,296.25 
DVN Devon Energy Corporation
-1.06%
-$56,827.65 
SLGN Silgan Holdings Inc.
-1.04%
-$91,046.41 
BDX Becton, Dickinson and Company
-0.88%
-$64,130.43 
VNOM Viper Energy Inc. Class A Common Stock
-0.84%
-$51,652.12 
AMT American Tower Corporation
-0.7%
-$50,171.59 
MSFT Microsoft Corp.
-0.6%
-$70.5 
EHC Encompass Health Corporation
-0.56%
-$29,161.25 
RYN Rayonier Inc.
-0.55%
-$34,814.88 
JJSF J&J Snack Foods Corp.
-0.52%
-$35,265.2 
TRNO Terreno Realty Corporation
-0.37%
-$24,944.7 
CVBF CVB Financial Corp.
-0.22%
-$20,769.45 
TIC Acuren Corporation
-0.22%
-$12,054.15 
HCI HCI Group, Inc.
-0.2%
-$12,259.8 
MZTI The Marzetti Company
-0.13%
-$4,554.76 
HHH Howard Hughes Holdings Inc.
-0.1%
-$6,320.09 
VTEC Vanguard California Tax-Exempt Bond Fund
-0.07%
-$2,024.4 
MP MP Materials Corp.
-0.07%
-$5,243.46 
BND Vanguard Total Bond Market Index Fund
-0.06%
-$4,234.36 Events
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Dividends
Dividend Analysis
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| Trades 2272 | Longs Won 1520/2272 66% | Profit Factor 2.29 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.8M |
| Average Win $706,620.76 | Best Trade (Dec 31) $30.71M | Sharpe Ratio -908.61 |
| Average Loss -$625,037.94 | Worst Trade (Mar 31) -$25.5M | Z-Score -8.99 (100%) |
| Commissions $0 | Avg. Trade Length 2y 6m 3w | Expectancy $265,860.48 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.02% | 1.88% |
| Consecutive Losing Trades | 370 | 333 | 296 | 259 | 222 | 185 | 148 | 111 | 74 | 37 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Michael Dziura?
The largest contributions to the portfolio's profits come from the following stocks: Cerence Inc - $58.92M, WillScot Holdings Corporation - $49.89M, Bottomline Technologies DE Inc - $41.87M, Catalent Inc - $38.98M, and Medpace Holdings Inc - $37.55M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Upland Software Inc - $30.79M, Quotient Technology Inc - $26.38M, MIK - $20.5M, 60649t107 - $19.23M, and James River Group Holdings, Ltd - $17.45M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Michael Dziura's portfolio generate?
The portfolio generates substantial dividend income, with a total of $105.83M earned over time. The largest contributors to dividend income include Artisan Partners Asset Management Inc - $19.72M, Brink's Company - $9.6M, Hillenbrand Inc - $7.08M, Douglas Dynamics Inc - $6.01M, and Viper Energy Inc. Class A Common Stock - $4.58M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Michael Dziura's monthly returns?
Michael Dziura's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Michael Dziura's strategy be considered aggressive or moderate?
Michael Dziura's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Michael Dziura's strategy?
Michael Dziura's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
